Retirement Visions Syracuse NY

Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Gary A. Grossman, CFP®
(315) 701-6304
110 W Fayette St
Syracuse, NY
Firm
Green Seifter Certified Public Accountants, PLLC

Data Provided by:
Ms. Teresa M. Marriner, CFP®
(315) 422-7096
231 Walton St
Syracuse, NY
Firm
Planned Results Inc

Data Provided by:
Mr. Daniel P. Jeffery, CFP®
100 Madison St Fl 18
Syracuse, NY
Firm
Sagemark Consulting
Areas of Specialization
Budget Development, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. David W. Treichler, CFP®
(315) 430-3283
120 E Washington St Ste 922
Syracuse, NY
Firm
Arabella Wealth Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Jon A. Law, CFP®
(315) 449-3000
432 North Franklin St.
Syracuse, NY
Firm
Mass Mutual Financial Group

Data Provided by:
Mr. Richard J. Urciuoli, CFP®
(315) 425-0344
344 W Genesee St Ste 300
Syracuse, NY
Firm
Summit Planning Group Inc
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. Matthew Eldon Frechette, CFP®
(315) 448-3344
250 S Clinton St Ste 500
Syracuse, NY
Firm
Morgan Stanley
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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